Andy Peters

@Goldstein Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$688.624M

Total holdings202

Assets growth rate4.68%

Assets growth rate (2-Q avg)7.35%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Goldstein Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Goldstein Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 688.624M in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 7.35%. The portfolio is managed by Andy Peters, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CVXChevron Corp New Recent Activity Exited	0%	$297,191 2,018 shares@ $147.28 avg price	Exited
SHWSherwin Williams Co Recent Activity Exited	0%	$216,025 566 shares@ $381.67 avg price	Exited
KOCoca Cola Co Recent Activity Exited	0%	$214,502 2,985 shares@ $71.86 avg price	Exited
NKENike Inc Recent Activity Exited	0%	$212,011 2,398 shares@ $88.42 avg price	Exited
COOCooper Cos Inc Recent Activity Exited	0%	$209,315 1,897 shares@ $110.35 avg price	Exited
TGTTarget Corp Recent Activity Exited	0%	$200,124 1,284 shares@ $155.86 avg price	Exited
7434⤦Prospect Cap Corp Recent Activity Exited	0%	$17,071 17,000 shares@ $1.01 avg price	Exited
3453⤦Ford Mtr Co Recent Activity Exited	0%	$16,561 17,000 shares@ $0.98 avg price	Exited
2521⤦Dexcom Inc Recent Activity Exited	0%	$16,183 17,000 shares@ $0.96 avg price	Exited
6536⤦Nice Ltd Recent Activity Exited	0%	$14,350 15,000 shares@ $0.96 avg price	Exited